MondegarAI
Callahan Advisors, LLC

Q3 2025 · 13F-HR

Callahan Advisors, LLCholdings as filed

Filed 2025-10-31 · accession 0001140361-25-039992

$1.18B
Reported value
168
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Callahan Advisors, LLC · Q3 2025

AI · grounded in 13F

Callahan Advisors, LLC reduced its position in Canadian Natl Ry Co CNI by 26.91%. The fund also trimmed its holding in Accenture PLC CL A ACN by 14.71%. On the buy side, the fund increased its stake in NextEra Energy, Inc NEE by 8.66% and NVIDIA Corp NVDA by 5.42%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMeta Platforms Inc Class A$74.8M6.35%101,876CommonSOLE
02079K107GOOGAlphabet Inc Class C$66.8M5.67%274,314CommonSOLE
594918104MSFTMicrosoft Corp$64.6M5.49%124,703CommonSOLE
023135106AMZNAmazon Com Inc$49.2M4.18%224,006CommonSOLE
037833100AAPLApple Computer Inc$37.2M3.16%146,065CommonSOLE
11271J107BNBrookfield Corp$32.7M2.77%476,156CommonSOLE
46625H100JPMJPMorgan Chase & Co.$30.9M2.62%97,813CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$29.6M2.51%58,900CommonSOLE
67066G104NVDANVIDIA Corp$29.4M2.49%157,306CommonSOLE
H1467J104CBChubb Ltd F$27.0M2.29%95,597CommonSOLE
149123101CATCaterpillar Inc$25.9M2.20%54,385CommonSOLE
65339F101NEENextEra Energy, Inc$24.6M2.09%325,925CommonSOLE
09857L108BKNGBooking Holdings Inc$24.5M2.08%4,540CommonSOLE
478160104JNJJohnson & Johnson$22.9M1.95%123,728CommonSOLE
713448108PEPPepsico Incorporated$19.4M1.65%137,913CommonSOLE
26884L109EQTEQT Corp$18.9M1.60%346,981CommonSOLE
717081103PFEPfizer Incorporated$18.2M1.54%713,797CommonSOLE
863667101SYKStryker Corp$18.1M1.54%48,895CommonSOLE
57636Q104MAMastercard Inc$17.6M1.50%30,977CommonSOLE
580135101MCDMcDonalds Corp$17.6M1.50%57,959CommonSOLE
91324P102UNHUnited Healthcare Cor$17.2M1.46%49,672CommonSOLE
742718109PGProcter & Gamble Co$16.4M1.39%106,840CommonSOLE
31428X106FDXFedEx Corporation$15.6M1.32%66,142CommonSOLE
931142103WMTWalmart Inc$15.5M1.32%150,514CommonSOLE
038222105AMATApplied Materials Inc$15.5M1.31%75,555CommonSOLE
30231G102XOMExxon Mobil Corp$15.4M1.30%136,230CommonSOLE
548661107LOWLowes Companies Inc$15.1M1.28%60,090CommonSOLE
532457108LLYEli Lilly & Company$14.3M1.21%18,694CommonSOLE
166764100CVXChevron Corp$13.5M1.14%86,715CommonSOLE
N07059210ASMLA S M L Holding Nv New$12.5M1.06%12,881CommonSOLE
G8473T100STESteris Corp$12.1M1.03%48,804CommonSOLE
34959E109FTNTFortinet Inc$11.6M0.98%137,796CommonSOLE
002824100ABTAbbott Laboratories$11.4M0.97%85,033CommonSOLE
911363109URIUnited Rentals Inc$10.8M0.92%11,296CommonSOLE
26969P108EXPEagle Materials Inc$10.5M0.89%45,208CommonSOLE
22052L104CTVACorteva Inc$10.1M0.86%149,539CommonSOLE
00724F101ADBEAdobe Systems Inc$9.8M0.83%27,669CommonSOLE
G29183103ETNEaton Corporation$9.7M0.83%26,017CommonSOLE
79466L302CRMSalesforce Com$9.6M0.81%40,419CommonSOLE
49456B101KMIKinder Morgan Inc$9.5M0.81%337,099CommonSOLE
267475101DYDycom Industries Inc$9.5M0.81%32,571CommonSOLE
704326107PAYXPaychex Inc$9.4M0.80%73,882CommonSOLE
874039100TSMTaiwan Semiconductr Adrf$8.8M0.75%31,595CommonSOLE
46266C105IQVIqvia Holdings Inc$8.6M0.73%45,113CommonSOLE
95040Q104WELLWelltower Inc$8.2M0.69%45,797CommonSOLE
136375102CNICanadian Natl Ry Co$7.4M0.62%78,010CommonSOLE
02079K305GOOGLAlphabet Inc Class A$7.2M0.61%29,494CommonSOLE
00206R102TAT&T Inc$6.9M0.59%245,211CommonSOLE
14149Y108CAHCardinal Health Inc$6.8M0.58%43,350CommonSOLE
172908105CTASCintas Corp$6.8M0.57%32,902CommonSOLE
126650100CVSCVS Health Corporation$6.7M0.57%88,808CommonSOLE
254687106DISDisney Walt Hldg Co$6.2M0.52%53,787CommonSOLE
G96629103WTWWillis Tower Watson P F$6.1M0.52%17,690CommonSOLE
29250N105ENBEnbridge Inc$6.1M0.51%120,065CommonSOLE
025816109AXPAmerican Express Company$5.9M0.50%17,828CommonSOLE
92345Y106VRSKVerisk Analytics Inc$5.2M0.44%20,494CommonSOLE
G1151C101ACNAccenture PLC CL A$5.1M0.44%20,872CommonSOLE
858927106STELStellar Bancorp Inc$4.9M0.42%162,733CommonSOLE
74340W103PLDPrologis Inc$4.7M0.40%40,978CommonSOLE
17275R102CSCOCisco Systems Inc$4.6M0.39%66,921CommonSOLE
98138H101WDAYWorkday Inc$4.1M0.35%17,070CommonSOLE
884903808TRI4EURThomson Reuters Corp$4.1M0.35%26,314CommonSOLE
806857108SLBSchlumberger Ltd$4.0M0.34%115,783CommonSOLE
70432V102PAYCPaycom Software Inc$3.9M0.33%18,540CommonSOLE
81762P102NOWService Now Inc$3.6M0.30%3,900CommonSOLE
665859104NTRSNorthern Trust Corp$3.6M0.30%26,553CommonSOLE
191216100KOCoca Cola Company$3.6M0.30%53,840CommonSOLE
437076102HDHome Depot Inc$3.4M0.29%8,468CommonSOLE
229899109CFRCullen/Frost Bankers, Inc.$3.4M0.29%26,997CommonSOLE
29362U104ENTGEntegris Inc$3.2M0.27%34,398CommonSOLE
92826C839VVisa Inc Cl A$3.2M0.27%9,239CommonSOLE
52110M109LAZLazard Inc$3.1M0.26%58,684CommonSOLE
872540109TJXT J X Cos Inc$3.1M0.26%21,425CommonSOLE
084670108BRK/ABerkshire Hathaway Cl A$3.0M0.26%4CommonSOLE
427866108HSYHershey Foods Corp$3.0M0.25%15,814CommonSOLE
98978V103ZTSZoetis Inc$2.7M0.23%18,704CommonSOLE
26875P101EOGE O G Resources Inc$2.7M0.23%24,166CommonSOLE
830940102SKWDSkyward Specialty Ins Gr$2.5M0.21%53,032CommonNONE
75513E101RTXRTX Corp$2.5M0.21%14,875CommonSOLE
369550108GDGeneral Dynamics Corp$2.4M0.21%7,147CommonSOLE
293792107EPDEnterprise Prd Prtnrs Lp$2.4M0.20%77,048CommonSOLE
539830109LMTLockheed Martin Corp$2.4M0.20%4,709CommonSOLE
088606108BHPBhp Billiton Ltd Adr$2.3M0.20%41,860CommonSOLE
235851102DHRDanaher Corp$2.3M0.20%11,746CommonSOLE
904767704Unilever Plc Adr New$2.2M0.19%37,600CommonSOLE
78462F103SPYSPDR S&P 500 ETF$2.2M0.19%3,290CommonSOLE
23331A109DHID R Horton Co$2.1M0.18%12,501CommonSOLE
718172109PMPhilip Morris Intl Inc$2.1M0.18%12,905CommonSOLE
808524102SCHBSchwab US Broad Market ETF$2.0M0.17%78,338CommonSOLE
58933Y105MRKMerck & Co Inc$2.0M0.17%23,917CommonSOLE
46429B655FLOTIshares Floating Rate ETF$2.0M0.17%38,620CommonSOLE
115637209BF/BBrown Forman Corp Cl B$1.9M0.16%71,649CommonSOLE
25243Q205DEODiageo Plc New Adr$1.8M0.16%19,143CommonSOLE
09248F109Blackrock Municipal Inco$1.8M0.15%179,326CommonSOLE
654106103NKENike Inc Class B$1.7M0.15%24,528CommonSOLE
76131D103QSRRestaurant Brands$1.6M0.14%25,030CommonSOLE
337932107FEFirstenergy Corp$1.5M0.13%32,600CommonSOLE
00287Y109ABBVAbbVie Inc$1.4M0.12%5,909CommonSOLE
37940X102GPNGlobal Payments Inc$1.3M0.11%16,152CommonSOLE
49177J102KVUEKenvue Inc$1.3M0.11%80,523CommonSOLE
907818108UNPUnion Pacific Corp$1.3M0.11%5,316CommonSOLE
459200101IBMIntl Business Machines$1.2M0.10%4,359CommonSOLE
94106L109WMWaste Management Inc Del$1.2M0.10%5,488CommonSOLE
11135F101AVGOBroadcom Inc$1.2M0.10%3,518CommonSOLE
56035L104MAINMain Street Capital Corp$1.1M0.10%17,946CommonSOLE
337738108FISVFiserv Inc$1.1M0.10%8,829CommonSOLE
09249N101BLEBlackrock Municipal Inco$989,0130.08%94,642CommonSOLE
358435105FRDFRIEDMAN INDS INC COM$955,1040.08%43,622CommonSOLE
855244109SBUXStarbucks Corp$942,0570.08%11,135CommonSOLE
7591EP100RFRegions Financial Cp New$888,6690.08%33,700CommonSOLE
32020R109FFIN1st Finl Banksh$836,8760.07%24,870CommonSOLE
G16252101BIPBrookfield Infra Ptnrs$834,6150.07%25,376CommonSOLE
682680103OKEONEOK Inc$804,6920.07%11,028CommonSOLE
20825C104COPConocoPhillips$796,1830.07%8,417CommonSOLE
68389X105ORCLOracle Corporation$777,2020.07%2,763CommonSOLE
02209S103MOAltria Group Inc.$744,0660.06%11,263CommonSOLE
25278X109FANGDiamondback Energy$727,0460.06%5,081CommonSOLE
22160K105COSTCostco Whsl Corp New$712,9680.06%770CommonSOLE
44952J104CRGYCrescent Energy Co A$645,8480.05%72,405CommonSOLE
09253T101XMVTXBlackrock Munivest II Cf$602,8740.05%56,714CommonSOLE
256746108DLTRDollar Tree Inc$529,8880.05%5,615CommonSOLE
64110L106NFLXNetflix Inc$525,2770.04%438CommonSOLE
75886F107REGNRegeneron Pharms Inc$523,5200.04%931CommonSOLE
064149107BNSBank Of Nova Scotia$503,3000.04%7,785CommonSOLE
110122108BMYBristol-Myers Squibb Co$499,6990.04%11,080CommonSOLE
459044103IBOCIntl Bancshares Corp$480,2190.04%6,985CommonSOLE
88160R101TSLATesla Motors Inc$463,3980.04%1,042CommonSOLE
09247D105XBKNXBlackrock Investment Qlt$461,6430.04%40,709CommonSOLE
922908363VOOVanguard S&P 500 ETF$459,1500.04%750CommonSOLE
670928100NUVNuveen Muni Value Fund$416,2790.04%46,356CommonSOLE
44951W106IESCIes Hldgs Inc$397,6500.03%1,000CommonSOLE
512807306LRCXLam Research Corp$395,6340.03%2,955CommonSOLE
46120E602ISRGIntuitive Surgical New$385,5120.03%862CommonSOLE
726503105PAAPlains All Amern Ppln Lp$371,1060.03%21,753CommonSOLE
46090E103QQQInvesco QQQ Trust ETF Unit$349,9100.03%583CommonSOLE
375558103GILDGilead Sciences Inc$349,3070.03%3,147CommonSOLE
92204A884VOXVanguard Telecom ETF$328,5280.03%1,750CommonSOLE
882508104TXNTexas Instruments Inc$328,4750.03%1,788CommonSOLE
718546104PSXPhillips 66$312,3020.03%2,296CommonSOLE
291011104EMREmerson Electric Co$308,2730.03%2,350CommonSOLE
756109104ORealty Income Corp$299,3910.03%4,925CommonSOLE
84472E102SSBSouthState Bank Corp$296,6100.03%3,000CommonSOLE
78463V107GLDSpdr Gold TRUST$286,1530.02%805CommonSOLE
88579Y101MMM3M Co$283,3110.02%1,826CommonSOLE
21036P108STZConstellation Brand$278,5740.02%2,069CommonSOLE
09260D107BXBlackstone Inc$278,5110.02%1,630CommonSOLE
92204A504VHTVanguard Health Care ETF$275,4360.02%1,061CommonSOLE
71424F105PRPermian Resources Corp$269,9330.02%21,089CommonSOLE
04010L103ARCCAres Capital Corp$269,4210.02%13,200CommonSOLE
92206C870VCITVanguard Corp Bond ETF$262,2220.02%3,118CommonSOLE
842587107SOThe Southern Company$255,8790.02%2,700CommonSOLE
922908769VTIVanguard Total Stock Mkt$251,0530.02%765CommonSOLE
36828A101GEVGE Vernova Inc$250,8790.02%408CommonSOLE
12740C103CADECadence Bancorporati$245,5120.02%6,540CommonSOLE
115236101BROBrown & Brown Inc$230,5640.02%2,458CommonSOLE
87807B107TRPTC Energy Corp$228,5220.02%4,200CommonSOLE
92204A702VGTVanguard Info Technology ETF$226,9950.02%304CommonSOLE
573874104MRVLMarvell Tech Group$226,9890.02%2,700CommonSOLE
369604301GEGE Aerospace$221,2960.02%736CommonSOLE
921908844VIGVanguard Div Apprciation ETF$218,2620.02%1,011CommonSOLE
22788C105CRWDCrowdstrike Hldgs Inc$217,2380.02%443CommonSOLE
72651A207PAGPPlains Gp Hldgs L P$211,5840.02%11,600CommonSOLE
92343V104VZVerizon Communications$210,9600.02%4,800CommonSOLE
25179M103DVNDevon Energy Corp New$207,6540.02%5,923CommonSOLE
13646K108CPCanadian Pac Railway$206,3370.02%2,770CommonSOLE
01877R108ARLPAlliance Resource Par Lp$202,2800.02%8,000CommonSOLE
85236P101SLNGStabilis Solutions Inc$122,8740.01%28,182CommonSOLE
76680V108REIRing Energy Inc$30,5860.00%28,061CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.